Skip to content
Disclosery

Compound Planning, Inc.: AEM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Compound Planning, Inc. on AEM, newest first. How the timeline and the estimate are built.

Compound Planning, Inc. held 6,588 AEM shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,588 shares
    Change vs previous 13F -3,652 shares

    0.03% of the 13F portfolio, value $1,022,064.

    13F-HR 0001978879-26-000005 filed by Compound Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 10,240 shares
    Change vs previous 13F +185 shares

    0.06% of the 13F portfolio, value $2,078,530.

    13F-HR 0001978879-26-000003 filed by Compound Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 10,055 shares
    Change vs previous 13F +5 shares

    0.05% of the 13F portfolio, value $1,704,724.

    13F-HR 0001172661-26-001315 filed by Compound Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 10,050 shares
    Change vs previous 13F +908 shares

    0.05% of the 13F portfolio, value $1,694,039.

    13F-HR 0001172661-25-004675 filed by Compound Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 9,142 shares
    Change vs previous 13F +590 shares

    0.04% of the 13F portfolio, value $1,087,298.

    13F-HR 0001172661-25-003416 filed by Compound Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 8,552 shares
    Change vs previous 13F +1,712 shares

    0.04% of the 13F portfolio, value $927,145.

    13F-HR 0001172661-25-001834 filed by Compound Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 6,840 shares
    Change vs previous 13F +804 shares

    0.03% of the 13F portfolio, value $534,992.

    13F-HR 0001214659-25-000858 filed by Compound Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 6,036 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $486,261.

    13F-HR 0001214659-24-017272 filed by Compound Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).